The present invention relates generally to Data Warehouse solutions, and more particularly, to systems and methods for capturing, storing and using detailed transaction and interaction information for hospitality industries. Still more particularly, the present invention is related to a logical data model to logically model the key business information needs of the Hospitality industry from an enterprise perspective, with focus on Lodging, Special and Group Events, and Fine Dining venues.
The Enterprise Data Warehouse (EDW) has proved a strategic weapon for most modern organizations. It should be active, dynamic and flexible in order to cope with changing business requirements. It should provide a strategic background to support changing consumer-provider relationships.
The foundation of the enterprise data warehouse is a comprehensive and responsive logical data model addressing challenges in the near future without compromising existing business processes. A logical data model is a graphical representation of the way data is organized in a data warehouse environment. The logical data model specifically defines which individual data elements can be stored and how they relate to one another to provide a model of the business information. The data model ultimately defines which business questions can be answered from the data warehouse and thus determines the business value of the entire decision support system.
A properly designed LDM provides a foundation for more effective sales, marketing and customer management and supports the customer relationship management (CRM) requirements related to identifying, acquiring, retaining and growing valuable customers. A logical data model for the hospitality industries reflects the operating principles and policies of these industries and provides the underlying structure for the data imported into the data warehouse.
The present invention is illustrated by way of example, and not by limitation, in the Figures of the accompanying drawings, wherein elements having the same reference numeral designations represent like elements throughout and wherein:
A travel and hospitality industry customer-centric warehouse is established on the Teradata Scalable Data Warehouse 101 as defined by the logical data model (LDM), described below. The logical data model is a consumer-centric data model supporting Revenue Management, Financial Management, Customer Relationship Management, Privacy and Click Stream analysis. It can serve as the base for a full enterprise data warehouse implemented at the client's site. The model has been designed in a modular fashion so non-relevant components can be removed without impacting the consistency of the model. It's an integrated, subject-oriented base of strategic business information that serves as a single source of decision support, providing the travel and hospitality provider with the ability to make simple reports or sophisticated information analysis.
As stated earlier, a properly designed logical data model provides a foundation for more effective sales, marketing, and operations management and supports the customer relationship management requirements related to identifying, acquiring, retaining and growing valuable customers.
A logical data model (LDM) is an abstract construct that is physically realized in the database or data warehouse. The data model provides an architecture for the information that will be included in a data warehouse. The database provides the physical realization of that architecture in a form that can be efficiently maintained and used. There may well be some differences between the logical data model and the final database design. The database may include some tables (summary tables, etc.) or columns that have no direct correlation in the logical data model. Elements in the logical model may be grouped differently in the physical database.
A logical data model is organized by Subject Areas, each comprised of numerous Entities, Attributes and Relationships. The data model hierarchy includes one or more Subject Areas. Each Subject Area includes one or more Entities or Tables, each having Attributes and Relationships. Each Attribute describes a fact about an Entity. Relationships between two or more Entities are further defined by Cardinality. The Relationships define which entities are connected to other entities and the cardinality of the relationships. Each of these elements will be described in greater detail below.
A subject area is a subset of objects taken from the universe of data objects for a particular line of business or industry that focus on a particular Business Process. Typically, a subject area is created to help manage large data architectures that may encompass multiple business processes or business subjects. This is the highest-level data concept within a conceptual entity/relationship (E/R) model. Working with subject areas is especially useful when designing and maintaining a large or complex data model. Dividing the enterprise into several distinct subject areas allows different groups within an organization to concentrate on the processes and functions pertinent to their business area.
An Entity represents a person, place, thing, concept, or event (e.g. PARTY, ACCOUNT, PRODUCT, etc.). It represents something for which the business has the means and the desire to collect and store data. An Entity must have distinguishable occurrences, e.g., one must be able to uniquely identify each occurrence of an entity with a primary key (e.g. Party Identifier, Account Identifier, Invoice Number, etc.). An Entity is typically named with a unique singular noun or noun phrase (e.g., PARTY, TRANSPORTED PASSENGER, etc.) that describes one occurrence of the Entity and cannot be used for any other Entity. It should be exclusive of every other Entity in the database. An Entity cannot appear more than once in the conceptual entity/relationship (E/R) model. Each Entity may have relationships to other Entities residing in its own Subject Area or in other Subject Areas.
An Attribute is a data fact about an Entity or Relationship. It is a logical (not physical) construct. It is data in its atomic form. In other words, it is the lowest level of information that still has business meaning without further decomposition. An example would be FIRST NAME, or LAST NAME. An example of an invalid attribute would be PERSON NAME if it includes both the first and last names, as this could be further decomposed into the separate, definable (first name, last name) data facts.
A Relationship is an association that links occurrences of one or more Entities. A Relationship must connect at least one Entity. If only one Entity is connected, the Relationship is said to be Recursive. A Relationship is described by a noun or passive verb or verb phase that describes the action taken in the Relationship. A Relationship represent a static state of being between the occurrences of the Entities it connects. Relationships are not intended to represent processes or data flows. They cannot be linked to another Relationships. They may optionally represent future, present, and/or past relatedness. The time frame must be explicitly defined in the data definition. Relationships may contain attributes. In a normalized model, a Relationship containing Attributes will result in the creation of an Entity.
In order for a data model to be considered accurate, it must contain both the maximum and minimum number of Entity occurrences expected. This is controlled by rules of cardinality, which describes a relationship between two Entities based on how many occurrences of one Entity type may exist relative to the occurrence of the other Entity. Typically, it is a ratio, commonly depicted as a one-to-one (1:1); one-to-many (1:N); and many-to-many (M:N) relationship.
The maximum cardinality may be an infinite number or a fixed number but never zero. The minimum cardinality may be zero, or some other positive number, but it must be less than or equal to the maximum cardinality for the same relationship.
The logical data model for the E-Business will now be described in more detail. The logical data model uses IDEF1X modeling conventions, as shown in Table 1.
Relationship and cardinality conventions are shown in Table 2.
The Travel and Hospitality Logical Data Model (LDM) is a large data model composed of a large number of tables. To effectively view and understand the data model, the data tables have been logically organized into smaller groups called subject areas. Each subject area is comprised of a set of tables that contain information relevant to a particular entity. In addition, the subject areas address particular business questions.
The Travel and Hospitality Data Model Logical Data Model is presented in a conceptual view in
The Conceptual View is derived directly from the Travel and Hospitality Data Model Logical Data Model by selecting the most important entities from every subject area, being sure that at least one entity from each subject area was selected and distilling the relationships among the selected entities, while still maintaining the general nature of the way the entities relate to each other. During this process, intervening entities were abstracted into relationships. Many-to-many relationships were used where appropriate. Several entities shown in the Conceptual View represent a subject area or combination of entities within a subject area. The result is a simple, easy to understand diagram that conveys the general content of the underlying logical data model.
For ease of use and understanding, the Travel and Hospitality Logical Data Model has been divided into numerous subject areas identified in Appendix A.
Lodging providers must be able to easily identify and be able to analyze all guest purchases and behavior during each visit. The model provides the enterprise a rich amount of customer detail including such important behavior as room service purchases, capturing the guest's suite number, products and menu items delivered to the guest's suite (with date and time) and any additional special service charges that may have been incurred such as dry cleaning, concierge services, mini-bar usage, etc. All guest purchases are linked through high-level transaction records and to account folios.
Group events provide the Enterprise an opportunity to enrich the customer experience by providing group Dining, Shows and Extravaganzas, Spa visits and services and Golf and other venues. The Enterprise needs to know the specific event planned, when it will be held and where, the anticipated revenue and costs, management and catering contacts, equipment and personnel needed, and the number of expected/enrolled guests, the services used and, for Golf, the number of holes played and other services such as Gold Pro lessons, etc. These events are all cross-linked with Marketing Campaigns down to the individual Promotional Offer. Events may be handled by external, special events agencies. The Events are tracked over time so changes in status are always known and accounted for. Provided are a full revenue, cost and commission accounting linked to specific hospitality products and services and linked to folios to provide maximum flexibility for handling guest accounts.
Hospitality providers often have a high margin in the sale of Retail Products and Gift Certificates and services. The model provides detail of each purchase transaction; the items/services sold; item characteristics and traits; costs, list pricing, actual selling price, discounts and coupons, etc.
All lodging events such as check-in, room moves and checkout must be carefully tracked to maximize room availability and customer satisfaction. All charges incurred by guests, whether via restaurants, rental, incidental item, activity, retail stores, group events, etc., are captured in a single Guest Folio account with individual transaction lines both for the convenience of the Guest and the detailed analysis by the Enterprise.
Banquets can be a high-profit activity for the hospitality sector and are linked to Group Events in the model. Needed by the Enterprise are all entertainment planning activities and charges, decorations planning and charges, separate service fees, extended menu planning and offers, labor charges, actual and management charges, the enablement of headcount pricing, room and venue rental charges, equipment charges, etc.
Fine dining covers a myriad of possibilities for hospitality providers. The model provides complete support for dining reservations including location and table choice for the venue. All menu and special purchase items are included in a Guest Check with the guest count, tips, discounts and total amounts and Line Items provide the number of menu items ordered and their pricing. Each menu item is also broken down into the quantity and actual ingredients needed to make the item. The nature of the order is included which defines whether the dining is “take away”, on-site or delivery. All dining is cross-linked with the Guest's Folio for a comprehensive overview of all customer activity.
Hospitality providers want to increase the profitability of each guest visit. That means understanding the behavior of different guest segments so guests can be compared to profitable segments and a determination made as to how to raise their profitability to the enterprise. Another objective is to increase promotional effectiveness of each promotion targeted at a group of potential patrons.
The solution would allow a hospitality provider to optimize its marketing efforts. It could promote products and services that drive the highest margin visits by patrons. The other benefit is that this analysis will allow the enterprise to eliminate products and services that drive low-margin visits by patrons.
This will enable visit detail analysis of the types of products purchased, services utilized by patrons and tender utilized for each patron visit. It will show products and services purchased per visit compared to target products and services analyzed and promoted. A visit profile will be developed for each patron visit based on frequency, probability and profitability of each mix of products and services. Finally, this will provide input to promotion effectiveness by providing promotional impact on frequency of visit, affinity of promoted products and services to non-promoted products and services for each patron responding to a given promotion. Listed below are some examples of the promotional analysis with this approach:
The hospitality provider needs to identify, entice and retain high-value guests. This means understanding guest behavior and understanding what makes a guest profitable. Once the enterprise understands what makes a patron profitable, they can optimize targeting of products, services and promotions to attract and retain their most profitable patrons and take other patrons and move them to the higher profit status by making offers that drive profitable behavior. The benefits derived from Guest Analysis include higher market share, increased margins and higher guest satisfaction and loyalty.
Guest Analysis must address capturing patron behavior, i.e. purchase behavior and margin, hotel, group and dining activities and margin, and costs associated with keeping this patron loyal. The various guest activities must then be analyzed by profitability, demographic traits or other differentiators. Guests can then be segmented by RFM (Recency, Frequency, and Monetary), demographics, geography, preferences, etc. Promotions must then be developed to leverage this analysis to ensure that top revenue patrons receive offers sure to attract their continued business. Detailed analysis like the examples below can be performed to understand every aspect of patron behavior:
Staff expense must be controlled based on an accurate, operational plan. This involves hiring and retaining the right people to ensure sufficient staffing and excellent customer service.
The benefits are reduced labor costs, increased employee productivity and increased margins.
The model supports capture of Labor costs so that they can be compared against the operational plan. This includes labor cost comparisons for full time vs. part time associates over time and operating expenses by category compared to the operational plan. Finally, labor productivity must be calculated by tracking revenue per labor hour, average services/products per hour and payroll costs over time.
Some example Business Questions that can be answered in this area:
Operational Efficiency will allow an Enterprise to adjust labor schedules and controllable expenses to meet the designated operational plan. It will allow the Enterprise to hire associates that meet pre-described profiles that have historically produced the best associates. Finally, it will allow training issues to be identified and addressed, that will increase associate productivity and help lower operational expenses.
Incorporation of the foregoing, key subject matter provides a strong and varied business information foundation for the hospitality venue. The Travel and Hospitality Logical Data Model includes subject areas developed to logically model these key business information needs. These subject areas, as well as the entities included within the subject area, are illustrated in
The subject areas modeling the key business information needs of hospitality venues, and shown in
ACCOUNT (DEFINITION) Subject Area, illustrated in
ACCOUNT (LOYALTY) Subject Area, illustrated in
ADDRESS (CONTACT) Subject Area, illustrated in
ADDRESS (GEOGRAPHY) Subject Area, illustrated in
ASSOCIATE LABOR Subject Area, illustrated in
DEMOGRAPHICS Subject Area, illustrated in
HOSPITALITY DINING TRANSACTION Subject Area, illustrated in
HOSPITALITY GROUP EVENT Subject Area, illustrated in
HOSPITALITY RETAIL PURCHASE Subject Area, illustrated in
HOSPITALITY ROOM CHARGES Subject Area, illustrated in
ITEM (HOSPITALITY) Subject Area, illustrated in
LOCATION (OVERVIEW) Subject Area, illustrated in
LOCATION (HOSPITALITY/CASINO) Subject Area, illustrated in
PARTY Subject Area, illustrated in
TRAVEL TRANSACTION (OVERVIEW) Subject Area, illustrated in
TRAVEL PURCHASE Subject Area, illustrated in
TRAVEL RESERVATION Subject Area, illustrated in
TRAVEL TRIP EVENT Subject Area, illustrated in
The core areas of interest in modeling the business information needs of hospitality venue are the hospitality specific diagrams of the HOSPITALITY DINING TRANSACTION, HOSPITALITY GROUP EVENT, HOSPITALITY RETAIL PURCHASE, HOSPITALITY ROOM CHARGES, ITEM (HOSPITALITY), LOCATION (HOSPITALITY/CASINO), TRAVEL TRANSACTION (OVERVIEW), TRAVEL PURCHASE, TRAVEL RESERVATION, and TRAVEL TRIP EVENT subject areas shown in
A listing of all the entities included within the logical data model, and those included in the subject areas illustrated in
This application claims priority under 35 U.S.C. §119(e) to the following co-pending and commonly-assigned patent application, which is incorporated herein by reference: Provisional Patent Application Ser. No. 61/018,128, entitled “SYSTEM AND METHOD FOR CAPTURING AND STORING HOSPITALITY INFORMATION IN A RELATIONAL DATABASE SYSTEM”; filed on Dec. 31, 2007 by Pieter Lessing, David W. Hubbard, and Mark L. Crosby. This application is related to the following co-pending and commonly-assigned patent applications, which are incorporated by reference herein: application Ser. No. 10/027,967, entitled “SYSTEM AND METHOD FOR CAPTURING AND STORING BUSINESS INFORMATION FOR THE TRAVEL AND TRANSPORTATION INDUSTRIES”; filed on Dec. 21, 2001 by Pieter Lessing, William Black, John Kumar, David Hubbard, and Kim Nguyen-Hargett; application Ser. No. 10/888,765, entitled “SYSTEM AND METHOD FOR CAPTURING, STORING AND ANALYZING REVENUE MANAGEMENT INFORMATION FOR THE TRAVEL AND TRANSPORTATION INDUSTRIES”; filed on Jul. 9, 2004 by Pieter Lessing, David W. Hubbard and Sreedhar Srikant; and application Ser. No. 11/016,002; entitled “SYSTEM AND METHOD FOR CAPTURING, STORING AND ANALYZING TRANSACTION AND INTERACTION INFORMATION FOR THE HOSPITALITY AND GAMING INDUSTRIES”; filed on Dec. 17, 2004 by Sreedhar Srikant, Norman C. Nicholl, Gregory P. Churak, and Pieter Lessing.
Number | Date | Country | |
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61018128 | Dec 2007 | US |